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DTF Tax-Free Income 2028 Term Fund (DTF) Institutional Ownership

DTF Tax-Free Income 2028 Term Fund logo
$11.52 +0.01 (+0.09%)
As of 08/21/2026 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for DTF Tax-Free Income 2028 Term Fund (NYSE:DTF)

Current
Institutional Ownership
Percentage
43.81%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$20.88M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.36M
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DTF Institutional Buying and Selling by Quarter

DTF Tax-Free Income 2028 Term Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Susquehanna International Group LLP15,223$176K0.0%-44.6%0.217%
8/18/2026 49 Wealth Management LLC22,315$258K0.0%N/A0.317%
8/17/2026 Almitas Capital LLC355,089$4.10M1.0%N/A5.051%
8/17/2026 Corient Private Wealth LP17,541$203K0.0%N/A0.250%
8/13/2026 Sanctuary Advisors LLC10,000$116K0.0%N/A0.142%
8/11/2026 Hara Capital LLC307,689$3.55M1.9%N/A4.377%
8/7/2026 Beverly Hills Private Wealth LLC335,921$3.88M0.7%N/A4.778%
8/7/2026 Avise Financial Cooperative Inc.46,934$542K0.4%N/A0.668%
5/18/2026 Rivernorth Capital Management LLC36,405$417K0.0%-41.7%0.518%
2/18/2026 Rivernorth Capital Management LLC62,411$713K0.0%-41.2%0.888%
2/18/2026 1607 Capital Partners LLC95,629$1.09M0.1%-17.3%1.360%
2/16/2026 Focus Partners Wealth480,856$5.49M0.0%+2,687.2%6.840%
2/11/2026 LPL Financial LLC17,831$204K0.0%N/A0.254%
2/11/2026 Closed End Fund Advisors Inc.14,433$165K0.1%N/A0.205%
2/11/2026 Avise Financial Cooperative Inc.47,027$537K0.5%N/A0.669%
2/3/2026 Garner Asset Management Corp6,154$70K0.0%N/A0.088%
1/20/2026 Savvy Advisors Inc.14,545$166K0.0%N/A0.207%
1/16/2026 Melfa Wealth Management Inc.10,939$125K0.1%-23.7%0.156%
1/15/2026 Hara Capital LLC288,189$3.29M1.8%+4.7%4.099%
11/17/2025 1607 Capital Partners LLC115,629$1.32M0.1%-6.5%1.645%
11/13/2025 Seven Mile Advisory126,477$1.45M0.2%N/A1.799%
11/10/2025 Beverly Hills Private Wealth LLC308,598$3.53M0.6%-1.4%4.390%
11/5/2025 J.W. Cole Advisors Inc.13,080$150K0.0%-11.5%0.186%
10/30/2025 Hara Capital LLC275,291$3.15M1.9%+7.7%3.916%
8/15/2025 Hara Capital LLC255,607$2.86M1.8%+3.1%3.636%
8/14/2025 Raymond James Financial Inc.6,135$69K0.0%N/A0.087%
8/12/2025 J.W. Cole Advisors Inc.14,780$165K0.0%N/A0.210%
8/8/2025 Financial Gravity Companies Inc.3,232$36K0.0%N/A0.046%
7/29/2025 Beverly Hills Private Wealth LLC313,043$3.50M0.7%+2.3%4.453%
5/20/2025Focus Partners Wealth16,956$190K0.0%N/A0.241%
5/16/2025Almitas Capital LLC309,611$3.47M1.2%-4.0%4.404%
5/16/20251607 Capital Partners LLC127,136$1.43M0.1%-39.6%1.808%
5/13/2025Kovitz Investment Group Partners LLC493,570$5.53M0.0%-0.4%7.021%
5/13/2025Sit Investment Associates Inc.910,488$10.21M0.2%+47.0%12.951%
5/12/2025Nuveen LLC16,077$180K0.0%N/A0.229%
4/30/2025Hara Capital LLC247,965$2.78M1.9%+0.7%3.527%
4/30/2025Financial Gravity Asset Management Inc.3,232$36K0.0%N/A0.046%
4/30/2025Beverly Hills Private Wealth LLC306,088$3.43M0.7%+23.0%4.354%
3/14/2025Hara Capital LLC246,165$2.76M1.7%-46.8%0.000%
2/17/2025Beverly Hills Private Wealth LLC248,947$2.79M0.6%+146.6%0.000%
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2/17/2025Almitas Capital LLC322,432$3.62M0.8%-1.5%0.000%
2/14/2025Kovitz Investment Group Partners LLC495,416$5.56M0.0%-4.0%0.000%
2/13/20251607 Capital Partners LLC210,636$2.36M0.2%-33.7%0.000%
2/13/2025Sit Investment Associates Inc.619,371$6.95M0.2%N/A0.000%
2/10/2025GWN Securities Inc.13,800$155K0.0%N/A0.000%
2/10/2025Corient Private Wealth LLC102,784$1.15M0.0%-10.9%0.000%
2/3/2025Corps Capital Advisors LLC19,000$213K0.2%N/A0.000%
1/31/2025Hara Capital LLC329,552$3.70M2.4%-28.7%0.000%
1/31/2025Sanctuary Advisors LLC18,619$210K0.0%-19.5%0.000%
1/31/2025J.W. Cole Advisors Inc.14,780$166K0.0%+20.4%0.000%
1/29/2025Allspring Global Investments Holdings LLC35,047$393K0.0%-69.0%0.000%
11/25/2024Sanctuary Advisors LLC23,119$260K0.0%+14.9%0.329%
11/20/2024Virtu Financial LLC18,347$207K0.0%N/A0.261%
11/15/2024Kovitz Investment Group Partners LLC516,308$5.82M0.0%N/A7.344%
11/7/2024Thrivent Financial for Lutherans27,326$308K0.0%N/A0.389%
11/4/2024Wolverine Asset Management LLC4,834$54K0.0%-77.3%0.069%
10/31/2024Hara Capital LLC462,306$5.21M3.2%+27.6%6.576%
10/24/2024J.W. Cole Advisors Inc.12,280$138K0.0%N/A0.175%
10/19/2024Allspring Global Investments Holdings LLC113,147$1.28M0.0%-5.8%1.609%
9/5/2024Sanctuary Advisors LLC20,119$216K0.0%N/A0.286%
8/16/2024Almitas Capital LLC353,247$3.87M1.6%+1.2%5.025%
8/15/2024Logan Stone Capital LLC79,979$877K0.2%-18.6%1.138%
8/8/2024Beverly Hills Private Wealth LLC58,502$641K0.1%+105.2%0.832%
8/2/2024Wolverine Asset Management LLC21,264$233K0.0%-54.1%0.302%
7/29/2024Hara Capital LLC362,231$3.97M2.5%-0.7%5.153%
5/10/2024City of London Investment Management Co. Ltd.71,012$763K0.1%-47.9%1.010%
2/14/2024Garner Asset Management Corp10,654$116K0.0%-8.6%0.152%
2/13/20241607 Capital Partners LLC558,446$6.00M0.4%-0.6%7.944%
2/12/2024Relative Value Partners Group LLC525,090$5.65M0.3%+338.6%7.469%
11/21/2023Almitas Capital LLC24,372$260K0.1%-61.0%0.347%
11/14/2023Thomas J. Herzfeld Advisors Inc.29,723$317K0.1%+1,881.5%0.423%
11/9/2023Karpus Management Inc.638,815$6.82M0.2%-3.0%9.087%
11/7/2023Atlas Wealth LLC325,914$3.48M0.6%+43.1%4.636%
8/15/2023Rivernorth Capital Management LLC418,729$4.51M0.2%+31.5%5.956%
8/11/2023Karpus Management Inc.658,686$7.09M0.2%-3.4%9.370%
8/11/2023Almitas Capital LLC62,493$691K0.3%+140.5%0.889%
7/31/2023Dakota Wealth Management18,583$200K0.0%-17.6%0.264%
5/11/2023Karpus Management Inc.681,814$7.55M0.2%-1.7%9.699%
5/10/2023Robinson Capital Management LLC172,335$1.89M0.9%+13.1%2.451%
5/9/2023Atlas Wealth LLC191,682$2.12M0.4%+26.9%2.727%
5/8/2023Wolverine Asset Management LLC12,267$136K0.0%-11.6%0.174%
4/14/2023Dakota Wealth Management22,557$250K0.0%+16.2%0.321%
2/14/2023Atlas Wealth LLC150,998$1.65M0.4%N/A2.148%
2/10/2023Sit Investment Associates Inc.183,499$2.00M0.1%+1.3%2.610%
2/8/2023Dakota Wealth Management19,415$212K0.0%-13.9%0.276%
2/1/2023Wolverine Asset Management LLC13,880$151K0.0%N/A0.197%
1/31/2023Melfa Wealth Management LLC14,084$154K0.2%N/A0.200%
11/15/2022Karpus Management Inc.817,307$9.07M0.3%-6.0%9.593%
11/15/20221607 Capital Partners LLC591,238$6.56M0.5%-1.1%6.939%
11/10/2022Dakota Wealth Management22,557$250K0.0%-10.1%0.265%
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10/25/2022Raymond James Financial Services Advisors Inc.14,496$161K0.0%-12.9%0.170%
8/16/2022Chilton Capital Management LLC2,300$27K0.0%N/A0.027%
8/15/2022Karpus Management Inc.869,445$10.29M0.3%-17.2%10.204%
8/5/2022Dakota Wealth Management25,078$297K0.0%-15.3%0.294%
8/4/2022Robinson Capital Management LLC7,276$89K0.1%-95.9%0.085%
7/29/2022Garner Asset Management Corp24,204$287K0.1%+10.8%0.284%
5/17/20221607 Capital Partners LLC594,655$7.73M0.5%-2.6%6.980%
5/16/2022Rivernorth Capital Management LLC479,691$6.23M0.2%+82.3%5.630%
5/12/2022Sit Investment Associates Inc.178,662$2.32M0.1%+22.3%2.097%


DTF Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of DTF Tax-Free Income 2028 Term Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($10.21M), Kovitz Investment Group Partners LLC ($5.53M), Focus Partners Wealth ($5.49M), Almitas Capital LLC ($4.10M), Beverly Hills Private Wealth LLC ($3.88M), Hara Capital LLC ($3.55M), and Seven Mile Advisory ($1.45M).Learn more on DTF Tax-Free Income 2028 Term Fund's institutional investors.

43.81% of DTF Tax-Free Income 2028 Term Fund's stock is owned by institutional investors. Learn more on DTF's institutional investor holdings.

Of the 24 institutional investors that purchased DTF Tax-Free Income 2028 Term Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($910.49K), Beverly Hills Private Wealth LLC ($548.03K), Kovitz Investment Group Partners LLC ($516.31K), Focus Partners Wealth ($480.56K), Hara Capital LLC ($449.79K), Almitas Capital LLC ($355.09K), and Seven Mile Advisory ($126.48K).

Institutional investors have bought a total of 1,818,142 shares in the last 24 months. This purchase volume represents approximately $20.88M in transactions.

The following institutional investors have sold DTF Tax-Free Income 2028 Term Fund stock in the last 24 months: Rivernorth Capital Management LLC ($69.66K), 1607 Capital Partners LLC ($28K), Susquehanna International Group LLP ($12.26K), Beverly Hills Private Wealth LLC ($4.45K), Melfa Wealth Management Inc. ($3.40K), and J.W. Cole Advisors Inc. ($1.70K).

Institutional investors have sold a total of 119,466 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.


Related Companies

Institutional ownership data for NYSE:DTF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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